Unclaimed
Crystal Jacquay is an Investment Advisor Representative at Avalon Wealth Advisory, Inc. Crystal has been in the industry since 2011 and has experience working with a wide range of clients, including individuals, families, and businesses. Crystal is dedicated to providing her clients with personalized financial advice and guidance. Crystal specializes in Financial Planning and Selection of Other Advisers. Crystal holds a Series 65 license and is registered with the state of Indiana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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IN
03/30/2022 - Present
Avalon Wealth Advisory, Inc. (Indianapolis IN)
IA
Issued 03/30/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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